from paper to tablet overnight: a quickbase business transformation story

Download From Paper to Tablet Overnight: A QuickBase Business Transformation Story

Post on 09-Jan-2017




2 download

Embed Size (px)


  • From Paper to Tablet OvernightA Business Transformation Story

    Kevin Simpson / Scott Burday & Charles Guilbert

    CEO, SEVATI Therapeutics / Trinity

  • #EMPOWER2015

    Kevin Simpson

    CEO & Co-Founder

    Scott Burday &

    Charles Guilbert

    Speaker Intro

  • #EMPOWER2015

    Healthcare therapy

    for homebound patients

    About SEVATI

  • #EMPOWER2015

    Provide the absolute best in home healthcare therapy

    For our Customers:


    Home Healthcare Agencies (HHAs)


    Our Goals

  • #EMPOWER2015

    and provide a fantastic working environment:


    SEVATI Ops

    Our Goals

  • #EMPOWER2015

    The most important aspect of the entire project;

    What were the areas that SEVATI wanted to change

    the business processes:

    Increase Productivity

    Improve Service

    Best In Quality

    Business Process Improvement

  • #EMPOWER2015

    Looked at every aspect of the business to optimize it:

    Patient acquisition and care

    Therapist recruitment and credentials management, assignment to patients

    Patient visit frequency and scheduling

    Visit notes; recording of data and patient statuses

    Types of reports and optimizing each one for ease of input

    Alerts and notifications

    Billing and payments

    Expected report outputs

    to name just a few

    Business Process Improvement

  • #EMPOWER2015

    CHEETAHs Hard Results

    Increased Therapist utilization by 30%+

    Freed up 1 FTE that was QCing 100% of the incoming work and chasing paper

    Now near 0 compliance issues on Patient visits

    Customer invoices now go out the week after a visit, previously it was 6 8 weeks

    Patient visit reports are now available to HHAs immediately vs. up to 3-4 weeks after a visit

  • #EMPOWER2015

    CHEETAHs Soft Results

    Enabled SEVATI team to focus on the business, not

    the busy work

    Therapist are overjoyed with the application

    Automated quality control processes

    Real time visibility into all aspects of the business

    Reporting metrics that were previously not


  • #EMPOWER2015



    Therapist Home Healthcare

    Agency (HHA)


    (60 days)

  • #EMPOWER2015

    1st Challenge Finding the right Therapist for the Patient

  • #EMPOWER2015

    Video: Find a Therapist

  • #EMPOWER2015

    The AnswerAutomated Find a Therapist

  • #EMPOWER2015

    2nd ChallengePatient visit scheduling, aka Frequency

  • #EMPOWER2015

    Video: Frequency Scheduling

  • #EMPOWER2015

    The AnswerFrequency scheduling tool

  • #EMPOWER2015

    3rd ChallengeEfficient Patient and Therapist scheduling

  • #EMPOWER2015

    Video: Calendar

  • #EMPOWER2015

    The AnswerFully Integrated Calendar + Scheduling

  • #EMPOWER2015

    4th ChallengePatient visit reports / notes / proof of visit

  • #EMPOWER2015

    The AnswerFull Patient visit reporting and digital signature capture

    Extensive Reporting


    Digital Signatures +

    Electronic Route Sheets

    Automated output to

    BOX of all Patient

    reports for HHAs

  • #EMPOWER2015

    5th ChallengeCustomer billing and Therapist payments

  • #EMPOWER2015

    The AnswerIntegrated customer billing and Therapist payment tools

    Customer billing

    Therapist payments

  • #EMPOWER2015

    The ResultComplete business transformation

  • #EMPOWER2015

    The ResultSpeed of execution


    Therapist Home Healthcare

    Agency (HHA)

    From weeks

  • #EMPOWER2015

    The ResultSpeed of execution


    Therapist Home Healthcare

    Agency (HHA)

    To hours

  • #EMPOWER2015


    Looking beyond the daily grind and able to see where the business

    needs to go for future growth and profitability


    Top down commitment to enact business change


    No stone unturned, making sure all processes are clearly defined

    Training to make sure the change is understood

    Keys to Success

  • #EMPOWER2015

    In Summary

    Faster execution

    Increased efficiency / productivity

    Better people utilization

    Higher level of service and quality of output

    SEVATI is poised and ready for rapid growth!

  • #EMPOWER2015